{"schemaVersion":"jobsearcher.job.v1","id":"3a65edff95b282ee276bf5d4","url":"https://jobsearcher.com/jobs/3a65edff95b282ee276bf5d4","canonicalUrl":"https://jobsearcher.com/jobs/3a65edff95b282ee276bf5d4","title":"Client Associate","description":"Your role\r\nAre you highly motivated and experienced? Do you thrive in a fast-paced, client-focused environment and are passionate about delivering exceptional service to high-net-worth individuals and their families? We're looking for a Client Associate to join our team who has a strong professional presence that can confidently represent the team, build trusted relationships, and collaborate effectively within a dynamic group. Your key responsibilities will be:\r\nAct as a relationship manager for top tier clients, ensuring a high touch, personalized experience while proactively anticipating client needs.\r\nCollaborate closely with team members to deliver seamless client service and support internal operational workflows.\r\nManage and coordinate client meeting calendars, including scheduling, confirmations, and follow ups.\r\nOversee all aspects of client onboarding, account maintenance, and service requests with precision, responsiveness, and confidentiality.\r\nMaintain accurate, organized, and up to date client records and documentation.\r\nYour expertise\r\nExceptional interpersonal, communication, and organizational skills.\r\nProficiency with Microsoft Office Suite systems.\r\nHigh level of professionalism, discretion, and care when handling sensitive client information.\r\nLicensing Requirements: SIE, Series 7, and Series 66 (or willing to obtain)\r\nJob Details\r\nJob Type: Part Time\r\nJob Reference #: 338338BR\r\nCity: Mt Pleasant\r\nDisclaimer / Policy statements\r\nUBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.\r\nJ-18808-Ljbffr","company":"UBS","rawCompany":"ubs","city":"Mt Pleasant","state":"SC","isRemote":false,"isActive":false,"createdAt":"2026-06-26T02:22:36.321Z","occupations":[{"code":"41-3031.00","title":"Securities, Commodities, and Financial Services Sales Agents","slug":"securities-commodities-and-financial-services-sales-agents"},{"code":"13-2052.00","title":"Personal Financial Advisors","slug":"personal-financial-advisors"},{"code":"41-3091.00","title":"Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel","slug":"sales-representatives-of-services-except-advertising-insurance-financial-services-and-travel"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"},{"code":"523150","title":"Investment Banking and Securities Intermediation","slug":"investment-banking-and-securities-intermediation"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Client Associate","description":"Your role\r\nAre you highly motivated and experienced? Do you thrive in a fast-paced, client-focused environment and are passionate about delivering exceptional service to high-net-worth individuals and their families? We're looking for a Client Associate to join our team who has a strong professional presence that can confidently represent the team, build trusted relationships, and collaborate effectively within a dynamic group. Your key responsibilities will be:\r\nAct as a relationship manager for top tier clients, ensuring a high touch, personalized experience while proactively anticipating client needs.\r\nCollaborate closely with team members to deliver seamless client service and support internal operational workflows.\r\nManage and coordinate client meeting calendars, including scheduling, confirmations, and follow ups.\r\nOversee all aspects of client onboarding, account maintenance, and service requests with precision, responsiveness, and confidentiality.\r\nMaintain accurate, organized, and up to date client records and documentation.\r\nYour expertise\r\nExceptional interpersonal, communication, and organizational skills.\r\nProficiency with Microsoft Office Suite systems.\r\nHigh level of professionalism, discretion, and care when handling sensitive client information.\r\nLicensing Requirements: SIE, Series 7, and Series 66 (or willing to obtain)\r\nJob Details\r\nJob Type: Part Time\r\nJob Reference #: 338338BR\r\nCity: Mt Pleasant\r\nDisclaimer / Policy statements\r\nUBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.\r\nJ-18808-Ljbffr","datePosted":"2026-06-26T02:22:36.321Z","dateModified":"2026-06-26T02:22:36.321Z","hiringOrganization":{"@type":"Organization","name":"UBS","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Mt Pleasant","addressRegion":"SC","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"3a65edff95b282ee276bf5d4"},"url":"https://jobsearcher.com/jobs/3a65edff95b282ee276bf5d4"}}